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The Interfolio Client Community

The Interfolio Client Community is a central hub where system and institutional administrators can:

  • Submit, view, and manage support tickets
  • Explore and report known issues
  • Browse and vote on product ideas
  • Stay information about product roadmap information
  • Request SSO/SFTP setup or API keys
  • Connect with peers through user groups
 

Client Community Homepage

Access the Client Community 

Please note that the Interfolio Client Community is invite-only and reserved for our System and Institional Administrators. If you have not received an invite in your email and believe you should, contact your Customer Success or Account Manager and they will be happy to assist.

 
  1. Navigate to the Client Community homepage by selecting Interfolio Client Community from the ‘Resources’ dropdown on Interfolio's product help site.
     Interfolio Client Community selected from Resources dropdown on Interfolio's product help site
  2. Enter your email address, name, and password to create an account. You will now be logged into the Elsevier Client Community.
    Welcome sign in page
  3. Click the Select Product button and select Interfolio to navigate to the Interfolio-specific Client Community.
    Select your product

Troubleshooting Log In Issues

If you're getting stuck on the log in page, be sure you are signing in using the email your invite was sent to (do not select ‘Sign in via your institution’), then try clearing cache/cookies or using an incognito window. If you are still unable to log in, please reach out to our support team at interfolio-support@elsevier.com.

 

About Client Community

Need to submit a ticket? 

Check out this article on how to submit and manage cases

 

Product Ideas

Check out our article for more information on what Interfolio does with your feature request.

 

The ‘Ideas’ page lets administrators browse, filter, upvote, and downvote feature ideas submitted by clients.
Upvote Ideas

Click Vote Now to navigate to the full list of ideas submitted.
Ideas page

From here you can apply filters on the left to narrow down the list. Select any idea to open it.

Idea page

Select Follow to receive notifications. Select Upvote if you support the idea or Downvote if you do not.

 

You can also Use the search feature at the top of the site to search for ideas. 

After typing in your keywords, you'll need to filter to Ideas and then category > Interfolio to narrow the results specifically to Interfolio ideas. 

 
 

Known Issues

The 'Known Issues' page highlights widespread critical issues affecting Interfolio institutions. You can view details, follow issues for updates, or report when an issue affects your institution. These actions will send you notifications whenever there’s an update on the issue, keeping you in the loop every step of the way.
Known Issues page

Here you will see a list of the most recently created and highest reported known issues. Select an issue from one of those lists, or select ‘View All Issues’ to see the full list. Once you are on the page for a specific issue, you will be able to view a summary, steps to reproduce it, workaround, steps and other updates.
Known Issues page

Select Follow to receive notifications. Select Report if the issue is impacting your institution.

 
 
 

User Groups

Join our Interfolio Announcement User Group to Receive Timely Interfolio Updates

Join the Interfolio Announcement User Group

Client Community members are recommended to join the ‘Interfolio Announcements’ user group to receive timely email alerts directly from the Interfolio team. As a member of this user group, you will receive email notifications regarding:

Interfolio Annoucements block

 
  1. Navigate to the Interfolio Client Community homepage and select the User Groups tile from the homepage.
    User Groups selected on Interfolio Client Community
  2. Search “Interfolio” and select the Interfolio Announcements group.
    Interfolio Announcements - Americas group name selected
  3. Select + Join Group to receive announcements posted within this group. Once you join, you will automatically receive notification emails based on your selected frequency.
    Interfolio Announcements - Americas group

Manage Notification Settings

Members of the ‘Interfolio Announcements’ user group can determine the frequency of email notifications they receive. By default, you will receive a weekly digest of any posts added to the group. If you'd like to receive an alert for each post (recommended) follow the steps below.

 

Once you have joined the user group, a dropdown will appear with the following options:
drop down with email frequency options: every post, daily digest, weekly digest, and limited.

From the dropdown list, select how often you'd like to be notified of posts shared in the group.

  • Every Post (Recommended): Receive an email for each post shared in the user group.
  • Daily Digest: Receive one email per day for 50 of the latest posts from the previous day.
  • Weekly Digest: Receive one email per week for up to 50 of the latest posts from the week.
  • Limited: Receive one email every 1-2 weeks.

We recommend selecting ‘Every Post’ to ensure you receive timely notifications. On average, we expect you will receive 2-3 emails each month alerting you of new releases and upcoming webinars.

 
 
 

SSO & SFTP Setup, API Keys Request Form

To set up SSO or SFPT, or request API Keys:

  1. Select the SSO & SFTP Setup, API Keys Request Form tile from the Client Community homepage
  2. Select the desired action and fill out the relevant fields
  3. Click Submit Form

A case (or multiple cases) will be created automatically. You can view these under ‘My Cases.’

 
 
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